AXA SA
AXA SA Fundamental Analysis
AXA SA (AXAHY) shows moderate financial fundamentals with a PE ratio of 11.64, profit margin of 8.54%, and ROE of 16.32%. The company generates $83.6B in annual revenue with moderate year-over-year growth of 4.43%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 44.4/100 based on profitability, valuation, growth, and balance sheet metrics. The D grade reflects weak fundamentals and significant financial concerns.
Fundamental Health Score
We analyze AXAHY's fundamental strength across five key dimensions:
Efficiency Score
WeakAXAHY struggles to generate sufficient returns from assets.
Valuation Score
ExcellentAXAHY trades at attractive valuation levels.
Growth Score
WeakAXAHY faces weak or negative growth trends.
Financial Health Score
WeakAXAHY carries high financial risk with limited liquidity.
Profitability Score
ModerateAXAHY maintains healthy but balanced margins.
Key Financial Metrics
Is AXAHY Expensive or Cheap?
P/E Ratio
AXAHY trades at 11.64 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, AXAHY's PEG of 0.14 indicates potential undervaluation.
Price to Book
The market values AXA SA at 1.99 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 2.66 times EBITDA. This is generally considered low.
How Well Does AXAHY Make Money?
Net Profit Margin
For every $100 in sales, AXA SA keeps $8.54 as profit after all expenses.
Operating Margin
Core operations generate 55.83 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $16.32 in profit for every $100 of shareholder equity.
ROA
AXA SA generates $1.21 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
AXA SA produces operating cash flow of $19.93B, showing steady but balanced cash generation.
Free Cash Flow
AXA SA generates strong free cash flow of $19.50B, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $9.33 in free cash annually.
FCF Yield
AXAHY converts 25.59% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
11.64
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.14
vs 25 benchmark
P/B Ratio
Price to book value ratio
1.99
vs 25 benchmark
P/S Ratio
Price to sales ratio
0.91
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
1.68
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.00
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.16
vs 25 benchmark
ROA
Return on assets percentage
0.01
vs 25 benchmark
ROCE
Return on capital employed
0.08
vs 25 benchmark
How AXAHY Stacks Against Its Sector Peers
| Metric | AXAHY Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 11.64 | 18.73 | Better (Cheaper) |
| ROE | 16.32% | 847.00% | Weak |
| Net Margin | 8.54% | 2562.00% | Weak |
| Debt/Equity | 1.68 | 0.93 | Weak (High Leverage) |
| Current Ratio | 0.00 | 674.76 | Weak Liquidity |
| ROA | 1.21% | -21692.00% (disorted) | Weak |
AXAHY outperforms its industry in 1 out of 6 key metrics, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews AXA SA's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
-28.63%
Industry Style: Value, Dividend, Cyclical
DecliningEPS CAGR
116.24%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
38.59%
Industry Style: Value, Dividend, Cyclical
High Growth